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Staying busy is a good thing… Funded a $5 million debt line for an AZ based concrete construction company. Sold a Montana based transportation company. Under LOI, a Midwest based Intermodal Carrier. In the market; a NW based Intermodal Carrier, a Midwest based General Freight Carrier, a Manufacturer of Electric Trucks, an AZ based HVAC company and a CA based Refrigerated Carrier. The Team is doing great work!

Projects in the past year both current and closed: a, Recapitalization of a $90 million general freight carrier. / Delivered Term Sheet for $20 million in new debt and mezz debt financing. b. Sale of a 3PL warehousing / LTL / Brokerage company. / LOI delivered and in process c. Sale of a LA based liquid food grade bulk hauler. / On Hold for new numbers, company took a loss in 2013 d. sale of a MO based liquid food grade hauler. / In process. e. sale of a Mi based auto parts hauler. / In process. f. sale of

Staying Busy! a.. RECAP of a Midwest based, $100 million revenue General Freight Company, Currently under LOI b. Sale of a SF based Integrated Logistics Company c. Sale of a NW based Drayage and Port Services Company d. Sale of a SE based Flatbed and GF carrier, independent contractor model e. Sale of SoCal based Bulk Carrier f. Sale of a ND based Oil Field Services Company g. Debt Placement on a TX based Oil Field Services Company. By staying busy talking to Investors, Buyers and Sellers; we become more effective for the next client.

This is the fifth article in a five part series that reviews the Section 1042 Capital Gains Tax Deferral. In this last installment we will briefly discuss how to potentially eliminate capital gains taxes on proceeds from the sale of a business and we will discuss the summary points on a C-Corp vs. S-Corp sale. One of the more powerful uses of the Section 1042 capital gains tax deferral is the elimination of capital gains taxes in their entirety. This requires planning, but in certain circumstances, the seller may be able to entirely eliminate capital gains taxes on the sale

Financial News Clarke Advisors News I am not sure for the reason why, maybe its a good marketing strategy, maybe we know the transport market better, perhaps the economy helps. For whatever the case, we have become very busy with a number of small and large projects most in transport but some outside of it. This includes: A $40 million Debt Recap of a $115 million dollar revenue Midwest Based Carrier, Sale of a Texas based General Frieght carrier, A Buy-Side assignment with a Family Office / Private Equity group, A debt/equity placement for a Boston based Medical Services